Filed January 5, 2010 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $165,914 |
FIDUCIENT ADVISORS LLC1 year Service code 26 · EIN 36-4001764 | Advisory (Participants) | $37,440 |
VERRILL DANA LLP8+ years Service code 29 · EIN 01-0176171 | Legal | $29,087 |
BAKER NEWMAN NOYES5 years Service code 10 · EIN 01-0494526 | Accounting | $14,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,456 | $45,000+38.8% | $143,801-56.6% | $77,906-19.8% |
| Participation rate | 85.2% | 66.8%+18.4pp | 80.3%+4.9pp | 73.7%+11.5pp |
| Annual return | -13.87% | 29.03%-42.9pp | -0.04%-13.8pp | 12.16%-26.0pp |
| Employer contribution / active EE | $810 | $1,870-56.7% | $4,952-83.6% | $2,846-71.5% |
| Participant deferral / active EE | $3,866 | $3,157+22.5% | $5,639-31.4% | $4,805-19.5% |
| Admin fee / account holder | $47 | $98-51.8% | $14,680-99.7% | $133-64.2% |